Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession.
Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at helping independent financial advisors throughout the various conversations.
Learn more at https://www.ImpactCommunications.org
83 episodes
Episodes
Revolutionizing Client Services with IRS Data Integration with Kevin Knull, CFP®
00:18:0210/23/2024
AI in WealthTech + Custodian Research Reports + Cyber Training with John O'Connell
00:15:569/23/2024
Revolutionizing Financial Advisor Marketing with Precision Video Ads with Alex Khassa
00:14:259/9/2024
Unlocking Behavioral Finance - Insights from A Wealth of Well-Being with Meir Statman
00:38:027/23/2024
Unlocking Success with Passion, Partnerships, and Positive Mindset with Derrick Kinney
00:34:466/28/2024
Unveiling Extraordinary Lives with Jane Wollman Rusoff
00:15:045/15/2024
Leadership Is What You Do with Steve Atkinson
00:29:324/1/2024
T3 Technology Tools for Today Presents: Hot & Happening at T3 2024 - Part II
00:34:163/5/2024
T3 Technology Tools for Today Presents: Hot & Happening at T3 2024 - Part I
00:38:152/27/2024
Hot & Happening at T3 2024: A Conversation with Gary Carrai of LPL Financial